- Warren Buffett stocks typically perform well during market downturns; consider investing during September’s potential dip.
- InvestingPro’s ‘Best of Buffett’ AI strategy identifies 15 top stocks quarterly that show robust returns.
- Gain access to 30+ InvestingPro strategies and tools for successful global market navigation and excellent stock selection.
- Looking for actionable investment ideas amidst current market volatility? Subscribe now to unlock access to AI-selected stock winners from InvestingPro.
As we enter September, a historically challenging month for stocks, it’s wise to consider “Warren Buffett stocks,” which are the investments held by the renowned investor and his firm.
Buffett’s stock selections, based on his long-term value investing philosophy, typically withstand down markets better than most. If these stocks see substantial declines, it might be an opportune time to buy in anticipation of a potentially more favorable fourth quarter.
To explore Buffett’s portfolio, we used InvestingPro’s “Ideas” section to easily add his stock list to a Watchlist Pro with a single click.
We customized the Watchlist to display key metrics including:
- Bullish potential based on InvestingPro’s Fair Value
- Analysts’ average target potential
- Dividend yield
- Financial health score
Initially, we identified 8 stocks from Buffett’s portfolio with significant upside potential of over 15%, according to InvestingPro Fair Value assessments.
Among these stocks, upside potential ranges from 16.8% to 26.1%. Notably, one stock achieved an above-average financial health score of 2.77 out of 5. Recently, Lennar saw a robust increase of 12.9%, while UnitedHealth excelled with a 27.8% gain.
Additionally, two identified stocks offer considerable upside as per analysts: one with a 22.9% potential and another with a remarkable 55.4% potential, making them attractive during September’s typical market fluctuations.
Can AI Enhance Stock Selection from Buffett’s Portfolio?
Every quarter, the “Best of Buffett” AI strategy from ProPicks, available for InvestingPro subscribers, curates the top 15 stocks from Buffett’s portfolio. The latest list was released on September 1, presenting new opportunities this fall.
This strategy boasts a low-risk profile, featuring a Sharpe ratio of 0.87 and a notable 12-year return of approximately 460%, significantly surpassing the S&P 500 by 330% over the same timeframe.
Furthermore, the “Best of Buffett” strategy is one of many ProPicks AI approaches offered to InvestingPro members, with plans for even more thematic and regional strategies covering various global markets.
Unlike the quarterly “Best of Buffett” strategy, other ProPicks AI strategies are updated monthly on the first of each month, providing continuous insights.
In conclusion, the tools discussed here are part of a broad array of resources that InvestingPro provides to help investors respond effectively to market conditions, including:
- A powerful stock screener with access to over 1,200 metrics and a vast database of stocks
- Ten years of historical financial data for numerous global companies
- A repository of positions held by notable investors, billionaires, and hedge funds
- Exclusive analyses and articles simplifying stock selection for subscribers
Not yet a Pro member? Explore our plans here.
Current members can upgrade to the Pro+ plan here.
Disclaimer: This article is for informational purposes and is not intended as a solicitation for investments. Investments carry risks, and all decisions are the responsibility of the investor. No investment advice is offered.
